Add a few user-defined fields so we can add Purchase Order number, board approval date, etc.2 votes
We often wind up with a contract that has been negotiated in a series of emails, all of them categorized under a single ”deal” in crm. It would be cool t nbe able to either fully automate the ”won deal to contractzen” or have a ”pick up a new deal from crm.”
We use Pipedrive and are moving to Hubspot - both have excellent api’s.1 vote
I'd like to see Slack integration for workflow. We'd have a Slack board for new contracts and:
1) When a new contract is entered into ContractZen, a new Slack message in the Slack board and a link to this contract and a small contract summary is put into Slack
2) When a contract moves from draft to signed, this also results in a change in Slack11 votes
This is a great idea, which we actually started to plan last month as we received requests for Slack integration from other customers also. So stay tuned…:).
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